Advisor Net Financial, Inc Dimensional ETF Tr Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Net Financial, Inc holds 482,603 shares of DFAU stock, worth $20.1 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
482,603
Previous 401,749
20.13%
Holding current value
$20.1 Million
Previous $15.9 Million
22.55%
% of portfolio
1.74%
Previous 1.25%
Shares
17 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio